Original filing (PDF)20251008143135NAL0013635282001

KELLEHER SAVERINO & PETZOLD CPAS, LLC

Name: KELLEHER SAVERINO & PETZOLD CPAS, LLC — KSP CPAS 401(K) PLAN, Form 5500 (2024)
Creator: KELLEHER SAVERINO & PETZOLD CPAS, LLC

Form 5500-SF

FILING_RECEIVED

KSP CPAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLEHER SAVERINO & PETZOLD CPAS, LLC.

Plan sponsor

Name

KELLEHER SAVERINO & PETZOLD CPAS, LLC

EIN

93-2284664all filings

Address

110 STATE ROUTE 35 · RED BANK, NJ · 07701

Phone

(732) 446-8897

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator